CA
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Campion Asset Management13F | |
| Campion Asset Management | |
| Last update 2025-05-12 | 83 Stocks (0 new) |
| Value $129.00 Mil | Turnover 1 % |
Campion Asset Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 33,980 | 10,423.1 | -0.44% | 8.060 | -0.04% | 0.030 | +10.99% | +5.96% | 41,546.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 169,058 | 9,864.5 | +3.77% | 7.630 | +0.28% | 0.010 | +6.63% | +0.12% | 94,823.3 | ||
IVV | iShares Core S&P 500 ETF | 16,191 | 9,097.7 | +4.60% | 7.040 | +0.31% | 0.000 | +10.85% | +6.13% | 616,553.2 | ||
IWR | iShares Russell Mid-Cap ETF | 106,248 | 9,038.5 | -0.18% | 6.990 | -0.01% | 0.020 | +8.43% | +4.66% | 43,389.4 | ||
LMT | Lockheed Martin Corp | 17,381 | 7,764.3 | 0% | 6.000 | 0% | 0.010 | +4.39% | -3.33% | 108,511.8 | Aerospace & Defense | |
VEA | Vanguard FTSE Developed Markets ETF | 146,438 | 7,443.4 | +1.92% | 5.760 | +0.11% | 0.010 | +13.05% | +20.72% | 151,295.7 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 75,538 | 6,839.2 | +1.13% | 5.290 | +0.06% | 0.020 | -0.67% | +2.00% | 33,433.8 | ||
AAPL | Apple Inc | 18,284 | 4,061.4 | -0.72% | 3.140 | -0.03% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
IJR | iShares Core S&P Small-Cap ETF | 37,266 | 3,896.9 | +1.29% | 3.010 | +0.04% | 0.010 | +4.90% | -4.51% | 78,832.0 | ||
IJJ | iShares S&P Mid-Cap 400 Value ETF | 27,966 | 3,348.4 | -0.81% | 2.590 | -0.02% | 0.040 | +3.66% | -0.31% | 7,686.7 |
Campion Asset Management's Historical Top Holdings Breakdowns
Campion Asset Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.31% | 554.06 ($590.51) 615.85 | $620.90 | 5.15% | Add 4.6% | 16,191 | 712 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.28% | 57.21 ($62.1) 65.8 | $62.02 | -0.13% | Add 3.77% | 169,058 | 6,138 | |
EA | Electronic Arts Inc | 2025-03-31 | Sold Out Sold Out | -0.21% | 116.53 ($135.03) 146.29 | $159.70 | 18.27% | Sold Out | 0 | -1,891 | |
TGT | Target Corp | 2025-03-31 | Sold Out Sold Out | -0.20% | 103.65 ($124.98) 142.5 | $98.65 | -21.07% | Sold Out | 0 | -1,973 | |
LOW | Lowe's Companies Inc | 2025-03-31 | Sold Out Sold Out | -0.16% | 222.66 ($246.05) 268.42 | $221.87 | -9.83% | Sold Out | 0 | -850 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-03-31 | Add Add | +0.11% | 192.6 ($216.89) 233.2 | $217.33 | 0.20% | Add 47.86% | 2,246 | 727 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.11% | 47.4 ($50.6) 52.99 | $57.01 | 12.67% | Add 1.92% | 146,438 | 2,755 | |
WMT | Walmart Inc | 2025-03-31 | Add Add | +0.11% | 84.5 ($93.81) 105.05 | $97.78 | 4.23% | Add 48.19% | 4,942 | 1,607 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.09% | 725.72 ($832.09) 929.72 | $779.53 | -6.32% | Reduce -4.83% | 3,052 | -155 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Add Add | +0.06% | 85.55 ($90.76) 94.34 | $89.06 | -1.87% | Add 1.13% | 75,538 | 846 |
Campion Asset Management Total Holding History ($B)
Campion Asset Management's Asset Allocation
Campion Asset Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Campion Asset Management's Hypothetical Growth since 2025-03-31
Campion Asset Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Campion Asset Management's Holdings Heat Map
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Campion Asset Management's Holdings Bubble Chart
Campion Asset Management News
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